HWMG
Hurlow Wealth Management Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
2,792
| – | – | 0.08% | 97 |
|
|
2025
Q1 | $304K | Buy |
2,792
+2
| +0.1% | +$218 | 0.1% | 88 |
|
|
2024
Q4 | $262K | Hold |
2,790
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $268K | Hold |
2,790
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $219K | Hold |
2,790
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $229K | Hold |
2,790
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $235K | Sell |
2,790
-2
| -0.1% | -$168 | 0.09% | 99 |
|
|
2023
Q3 | $225K | Hold |
2,792
| – | – | 0.1% | 96 |
|
|
2023
Q2 | $246K | Sell |
2,792
-59
| -2% | -$5.21K | 0.11% | 92 |
|
|
2023
Q1 | $270K | Sell |
2,851
-2
| -0.1% | -$190 | 0.13% | 87 |
|
|
2022
Q4 | $267K | Buy |
2,853
+10
| +0.4% | +$938 | 0.14% | 87 |
|
|
2022
Q3 | $254K | Hold |
2,843
| – | – | 0.15% | 79 |
|
|
2022
Q2 | $286K | Hold |
2,843
| – | – | 0.16% | 73 |
|
|
2022
Q1 | $284K | Sell |
2,843
-762
| -21% | -$76.1K | 0.17% | 75 |
|
|
2021
Q4 | $320K | Buy |
3,605
+708
| +24% | +$62.8K | 0.25% | 66 |
|
|
2021
Q3 | $256K | Hold |
2,897
| – | – | 0.15% | 83 |
|
|
2021
Q2 | $258K | Sell |
2,897
-708
| -20% | -$63.1K | 0.17% | 81 |
|
|
2021
Q1 | $337K | Hold |
3,605
| – | – | 0.24% | 70 |
|
|
2020
Q4 | $332K | Hold |
3,605
| – | – | 0.26% | 65 |
|
|
2020
Q3 | $349K | Hold |
3,605
| – | – | 0.32% | 58 |
|
|
2020
Q2 | $316K | Sell |
3,605
-20
| -0.6% | -$1.75K | 0.31% | 62 |
|
|
2020
Q1 | $351K | Hold |
3,625
| – | – | 0.38% | 59 |
|
|
2019
Q4 | $345K | Sell |
3,625
-11
| -0.3% | -$1.05K | 0.34% | 70 |
|
|
2019
Q3 | $337K | Hold |
3,636
| – | – | 0.36% | 70 |
|
|
2019
Q2 | $316K | Hold |
3,636
| – | – | 0.33% | 70 |
|
|
2019
Q1 | $285K | Sell |
3,636
-132
| -4% | -$10.3K | 0.31% | 75 |
|
|
2018
Q4 | $267K | Buy |
+3,768
| New | +$267K | 0.32% | 72 |
|